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Educational Seminars & Workshops Advisors in California
43,069 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

BREA, CA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Stacy Renee Stryker is a financial advisor registered with Wells Fargo Clearing Services, LLC. Stacy has over 16 years of experience in the financial industry. Stacy is currently licensed to provide investment advice in California and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Wells Fargo Clearing Services, LLC

location

WOODLAND HILLS, CA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Stacy Lynn Zurita is an investment professional with over 20 years of experience in the financial services industry. Stacy is currently a Registered Representative of Wells Fargo Clearing Services, LLC. She holds a Series 7 and Series 63 license, as well as the Securities Industry Essentials Examination. Prior to joining Wells Fargo Clearing Services, LLC, Stacy worked as a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2009 to 2019 and at Wells Fargo Advisors, LLC from 2000 to 2009. She provides investment consulting services to institutional clients, in addition to financial planning. Stacy specializes in portfolio management for both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed
location

REDDING, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Stacy Lorine Pohlmeyer is an investment advisor representative registered in Arizona, California, Idaho, Illinois, Maryland, Montana, Oklahoma, Oregon, Texas, Washington and West Virginia. Stacy Lorine Pohlmeyer is currently employed by Edward Jones. Stacy Lorine Pohlmeyer has been working in the securities industry since 2021. Stacy Lorine Pohlmeyer has been registered with Edward Jones since 2021. Stacy Lorine Pohlmeyer has passed the following exams: Series 63, Series 65, Series 7TO and SIE.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

United Capital Financial Advisors

location

SACRAMENTO, CA

0 Disclosures

ADVISOR BIO

Stacy Paradise is a financial advisor with over 20 years of experience in the industry. Stacy currently works at United Capital Financial Advisors, a firm that provides financial planning and investment management services to individuals, families, and businesses. Prior to joining United Capital, Stacy was with several other firms including Goldman Sachs, Merrill Lynch and Cetera Advisor Networks. Stacy is licensed in California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SUB-ADVISER FOR OTHER INVESTMENT ADVISERS
Publication of Financial Periodicals
Unclaimed

Rockefeller Financial LLC

location

San Francisco, CA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Stacy Swain is an investment advisor representative who has been in the financial services industry since April 1989. Stacy is currently registered with Rockefeller Financial LLC and has branch office locations in San Francisco and Walnut Creek, CA. Stacy has previous experience with firms like FIRST REPUBLIC SECURITIES COMPANY, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Stacy is also a registered investment advisor representative in Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

NWF Advisory Services Inc.

location

Walnut Creek, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Stacy Mallory Tredennick is an Investment Advisor Representative with NWF Advisory Services Inc. in Walnut Creek, CA. Stacy has been in the financial services industry since November 12, 2002. Stacy also holds a Series 7, Series 66 and SIE license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

GRASS VALLEY, CA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Stacy Anne Graham is a financial advisor with over 37 years of experience in the industry. Stacy currently works with LPL Financial LLC and previously worked for several other firms, including American Investors Company. Stacy holds the Series 6, 7, and 63 licenses as well as the SIE designation. Stacy is a registered Investment Advisor in California and Texas. Stacy is also active in the community and is the owner of a real estate rental property in Grass Valley, CA. Stacy has a strong commitment to helping her clients achieve their financial goals and has a proven track record of success.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Commonwealth Financial Network

location

Grover Beach, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Stacy Anne Korsgaden is a financial advisor with Commonwealth Financial Network. Stacy has been in the financial industry since March 3, 2000. Stacy currently works out of the Grover Beach, CA office of Commonwealth Financial Network. Stacy is registered with the state of California as a securities agent and an investment advisor representative. Stacy also holds the Series 6, Series 63 and SIE licenses, and has passed the Uniform Investment Adviser Law Examination. Stacy is a licensed fixed insurance agent. Stacy has a history of working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

CARLSBAD, CA

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Stacy Marie Gager is a financial advisor at Wells Fargo Clearing Services, LLC, in Carlsbad, CA. Stacy has been in the financial services industry since 2001. Stacy is licensed in California, Florida, Minnesota, and Utah. Stacy specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Stacy has passed the Series 6, Series 7TO and the SIE exam, as well as the Series 63 exam.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Hilltop Securities Inc.

location

Sherman Oaks, CA

experience

39 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Stacy Lynn Sternportman is a financial advisor with over 35 years of experience in the financial services industry. Stacy is currently registered with Hilltop Securities Inc. Stacy has a broad range of experience and holds a Series 7, Series 63, and SIE licenses. Stacy has also been active in providing financial advice in several states. Stacy is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals

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